Omdia Forecasts 62.7% Semiconductor Revenue Surge with DRAM Doubling, NAND Quadrupling
Omdia projects 62.7% semiconductor revenue growth in 2026, with DRAM revenues nearly doubling and NAND revenues set to quadruple versus 2025. Persistent memory supply constraints and a major enterprise server refresh cycle driven by hyperscaler capex will keep average selling prices elevated through 2027.
1. Omdia Raises 2026 Semiconductor Revenue Forecast
TechTarget's research arm Omdia has lifted its 2026 semiconductor revenue projection to 62.7%, signaling an unprecedented growth outlook driven by escalating AI workloads. This revision underscores the company’s influence in providing market intelligence on semiconductor trends.
2. AI Demand Fuels Memory Expansion
Omdia expects the DRAM market to nearly double in value and the smaller NAND segment to quadruple compared to 2025, as enterprises and hyperscalers ramp up AI-powered applications that require vast memory and processing capabilities.
3. Supply Constraints Bolster Pricing
Ongoing bottlenecks in conventional memory IC production and a focus on high-bandwidth memory are set to sustain tight supply, while an extensive server refresh cycle and elevated hyperscaler capital expenditure will drive average selling prices higher through 2027.
4. Broader Market Implications
Strong data center demand and rising memory ASPs are poised to lift semiconductor bill of materials costs across consumer electronics, smartphones, and wearables, highlighting long-term revenue opportunities and potential margin benefits for suppliers.